Purchases and Sales Made in Q2 2025 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q2 2025. The information is specifically focused on institutions that hold shares of Otis Worldwide Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-285- 9.34% |
$25.9K - $29.7K
|
2.77K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-308- 8.95% |
$28K - $32.1K
|
3.14K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-552- 12.15% |
$50.2K - $57.6K
|
3.99K
$396K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-676- 8.89% |
$61.4K - $70.5K
|
6.93K
$688K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-742- 15.11% |
$67.4K - $77.4K
|
4.17K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-806- 16.88% |
$73.2K - $84.1K
|
3.97K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-882- 6.67% |
$80.2K - $92K
|
12.3K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-984- 18.3% |
$89.4K - $103K
|
4.39K
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.18K- 12.78% |
$108K - $123K
|
8.08K
$803K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.25K- 11.06% |
$113K - $130K
|
10K
$995K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.99K- 9.42% |
$181K - $208K
|
19.2K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.63K- 9.83% |
$239K - $275K
|
24.2K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-3.63K- 6.26% |
$329K - $378K
|
54.3K
$5.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-28.2K- 9.73% |
$2.56M - $2.94M
|
262K
$26M
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-32.3K- 2.15% |
$2.93M - $3.37M
|
1.47M
$146M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-60.8K- 1.67% |
$5.53M - $6.34M
|
3.58M
$356M
|